What We Do
We have continued to forge long lasting relationships with dealer groups, financial planning businesses and advisers alike, providing the best outsourced paraplanning services and financial admin available in Australia.
Whether you need assistance with ongoing paraplanning support or are in need of a one off large number of SOAs, One Degree has the resources required to meet your needs, regardless of the size of the outsourced task.
What are your paraplanners’ qualifications?
All One Degree staff are degree qualified with extensive experience in the financial services industry totalling a combined 45 years of experience.
How do you ensure data security?
All client information and requests are securely uploaded and stored in a shared OneDrive folders with completed SOAs also uploaded to the shared folder.
When we engage the use of a contractor to complete work, they will only have access to the relevant client folder for the period of time they require it to complete their work. We can monitor how your folder is accessed and used, and no information is to be removed or downloaded from your shared folder.
We will only retain the completed SOA on file until you advise us that the SOA is finalised or for a maximum period of 10 days.
We do not retain any sensitive client information on our system once a request has been completed.
What is your time frame for completing Statement of Advice documents?
Within 48 hours, our team of paraplanning professionals will review your request and provide an estimated timeline.
By outsourcing your SOAs to One Degree Paraplanning, you will have peace of mind in knowing that your documents are being delivered by experienced paraplanners in a fraction of the time it would usually take a busy financial adviser.
What SoA templates do you use?
Our aim is to ensure that your SOAs look and feel the way that you and your clients are used to.
If you don’t have software or a template you use to produce SOAs, why not leverage off our years of experience in developing our own custom built SOA, tailored to your in line with your specific compliance standards and business rules.
We aim to be an extension of your team, producing work that fits in seamlessly with your style.
What financial planning software do you use?
Our development of our own software platform to deliver operational efficiencies means we are able to offer an onshore service at a cost that is comparable to those being offered by overseas paraplanning businesses.
Furthermore, this investment in software means that our paraplanners are spending less time on the advice document itself and more time on helping advisers deliver the best outcomes for their clients.
What is the cost of paraplanning?
Within 48 hours, our team of paraplanning professionals will review your request and provide an estimated cost.
ROAs completed by One Degree Paraplanning come at a significantly reduced cost to a standard SOA and provide you with an affordable option to you completing your own financial tasks and admin internally .
How do I choose an outsourced paraplanner?
With an internal team of paraplanners, supported by a small contractor network, One Degree provides an experienced, qualified and approachable team that is solely based in Australia.
The difference between One Degree and other outsourced paraplanning services available in the marketplace, is the strength of our in-house team and the close engagement we have with a small contractor network.
Rather than act as a middle man only between advisers and
offshore offices or a pool of contract paraplanners, we set about developing a sustainable business model that could support full-time, in-house paraplanners providing advisers with a consistent point of contact.
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